401k Business Financing Pricing

Setup Fee: $3,000 (including Free first-year annual support)


Our fee structure is 100% flat. Our initial fee of $3,000 covers everything to form the Corporation as well as to establish the 401k/PSP, including transferring funds from IRAs and former employer plans PLUS the first 12 months of ongoing compliance support.  Starting 12 months later, we charge an annual fee of $899.

Learn How we can charge over $3500 less for our ROBS Retirement Plan

Recent ROBS 401K Webinars:

Click HERE to learn how we can charge over $3500 less in the first-year alone for our ROBS Retirement Plan

  • Full-Service ROBS 401K
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$3,000 Establishment Fee for ENTIRE Setup of Business Financing 401k Plan (ROBS) & Includes the Following:

C-Corporation Formation: Formation of Corporation and also covers state registration fees & Bylaws

Business Financing 401k/PSP: A 401k/PSP that allows for the funding your own business with retirement funds, and comes with IRS Determination Letter

EIN for 401k/PSP: Obtainment of Employer Identification Number (EIN) for the 401k/PSP

EIN for Corporation: Obtainment Employer Identification Number (EIN)  for the Corporation

Corporation Bank Account: Bank Account setup at bank of your Choosing

Brokerage Account for 401k/PSP: Free brokerage account at Fidelity Investments for the 401k/PSP

Transfer Forms: Preparation of Transfer Forms for transferring your former employer retirement plan and IRAs to the 401k/PS.

Audit Guarantee: Audit Grantee

Annual Fee *Starting 12 Months Later* $899

$899 PER YEAR STARTING 2ND YEAR ON ANNIVERSARY DATE for first 10 participants; $75 per additional participant, INCLUDES THE FOLLOWING:

$899 Annual Fee Covers the Following Ongoing Support:

  • Form 5500 preparation
  • Addition of participants as they become eligible to participate in the plan
  • Form 1099-R Reporting
  • Annual Routine Corporation Valuation for Form 5500 Preparation
  • Mandatory Amendments including the year 2020 IRS Required Plan Update
  • Review of Annual Participant Statements
  • Monitor Contributions and Vesting
  • Computation of Plan contributions
  • Annual Nondiscrimination Testing
  • Annual Top Heavy, Additions & Coverage

Better Business Bureau Client Review

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